Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,215 | $71,353-80.1% | $92,805-84.7% | $86,983-83.7% |
| Participation rate | 69.7% | 80.9%-11.2pp | 83.5%-13.8pp | 69.5%+0.2pp |
| Annual return | 22.18% | 44.68%-22.5pp | 31.59%-9.4pp | 25.83%-3.7pp |
| Employer contribution / active EE | $2,620 | $2,468+6.2% | $3,424-23.5% | $2,584+1.4% |
| Participant deferral / active EE | $3,452 | $6,966-50.4% | $8,448-59.1% | $4,194-17.7% |
| Admin fee / account holder | $838 | $6,099-86.3% | $10,911-92.3% | $7,856-89.3% |